Client Onboarding  ·  Post-Engagement

Welcome to Stratum.
Let's get you set up.

This is a preview of our onboarding process. Once your engagement letter is signed, your assigned partner will send you a personalized link to complete these four steps before your first close. Most clients finish in under 30 minutes.

Overall Progress
0 of 4 phases complete
Business Info
Documents
Grant Access
Schedule
Phase 01
Business Information
Entity details, structure, and basic profile
Not started
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Fill in your business details below. This information goes directly into your client file and helps us configure your chart of accounts and reporting structure from day one.

Your Contact Details
Business Details
Phase 02
Document Checklist
Historical financials and reports for baseline review
Not started
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Upload each document directly or check it off once confirmed sent. All files are uploaded directly and securely to our private Google Drive — only your Stratum partner has access. Required items are marked; optional items help us complete a more thorough baseline review.

Required Documents
Any reporting kept outside of accounting software
P&L, balance sheet, or any financial reports maintained in spreadsheets or other tools outside your primary accounting platform.
Required
Bank statements — last 3 months (all accounts)
PDF statements from all business bank and credit accounts. Include all accounts we'll be reconciling.
Required
Current chart of accounts
Export from your accounting software, or a spreadsheet if you've built one manually. We'll refine this together.
Required
Optional — Helpful for Baseline Review
Payroll reports (if applicable)
Year-to-date payroll summary from Gusto, ADP, Rippling, or your current provider. Include employer tax liability detail if available.
If applicable
AP / AR aging reports (if applicable)
Outstanding payables and receivables as of the most recent period. Helps us assess working capital position from day one.
If applicable
Corporate Documents — Share What You Have
Articles of Incorporation
If applicable
SS-4 / IRS Notice of Federal Tax ID (EIN)
If applicable
Lease agreement(s)
If applicable
409A reports (if not already in cap table platform)
If applicable
Documents from most recent round of funding (if not in cap table platform)
If applicable
State registrations
If applicable
Any other significant corporate agreements
If applicable
Vendor agreements (if any)
If applicable
Contractor agreements (if any)
If applicable
Employee agreements not in payroll platform (severance, signing bonuses, etc.)
If applicable
Insurance policies (workers comp + any separate business policies)
If applicable
Board meeting schedule (if applicable)
If applicable
Investor reporting requirements
If applicable
Phase 03
Grant Access
Connect your tools and systems
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We need read or admin access to the platforms below. We will never move money, change settings, or take action without your explicit approval. Specific instructions for granting access were included with your onboarding link — refer to that email for step-by-step guidance. For each system, set the status below.

Accounting & Banking
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Accounting platform
Invite hello@stratumfp.com as an Accountant user. See the instructions in your onboarding email for platform-specific steps.
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Bank accounts (read-only)
Add us as a read-only viewer in your bank portal, or connect via your accounting software's bank feed. See the instructions in your onboarding email for platform-specific steps.
Payroll & Payments — If Applicable
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Payroll system
Gusto, ADP, Rippling, Paychex, or other. See the instructions in your onboarding email for platform-specific steps.
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Payment processor
Stripe, Square, PayPal, Shopify Payments, etc. See the instructions in your onboarding email for platform-specific steps.
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Expense management
Brex, Ramp, Divvy, Expensify, or similar. See the instructions in your onboarding email for platform-specific steps.
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Cap table platform
Carta, Pulley, or other. See the instructions in your onboarding email for platform-specific steps.
Phase 04
Schedule & Confirm
Kickoff call, communication, and delivery preferences
Not started
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The final step before we kick off your first close. Book your kickoff call and confirm your preferences so your assigned partner can get everything configured before we begin.

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Schedule your kickoff call
A 45-minute call with your assigned partner to walk through your business, confirm scope, and align on the first close timeline. Book via the link below or reply to your welcome email.
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Preferred communication channel
How should your partner reach you for day-to-day questions and monthly close updates? We'll set up the channel before your kickoff call.
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Monthly close delivery preferences
How would you like to receive your monthly financials? We'll configure your delivery format and send a test package before your first close.
Ready to hand it off.

Once all four phases are complete, click below to notify your assigned partner. We'll confirm receipt within one business day and send calendar invites for your kickoff call.

Business Info
Documents
Grant Access
Schedule
By submitting, you confirm that the information provided is accurate to the best of your knowledge. Your assigned partner will review everything before your kickoff call.
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